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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,743 | $157,304-2.3% | $141,197+8.9% | $152,909+0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.77% | 64.34%-35.6pp | 71.41%-42.6pp | 345.46%-316.7pp |
| Employer contribution / active EE | $6,520 | $5,263+23.9% | $4,736+37.7% | $4,764+36.9% |
| Participant deferral / active EE | $7,637 | $7,111+7.4% | $6,710+13.8% | $5,851+30.5% |
| Admin fee / account holder | $98 | $12,126-99.2% | $10,265-99.0% | $11,601-99.2% |